What public Form 5500 filings show about the Atrio Health Plans, Inc. 401(k) plan — and how to find and check your own account.
Atrio Health Plans, Inc. (EIN 43-2071108) reports ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $7.1M in plan assets across 108 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Atrio Health Plans, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Atrio Health Plans, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROEHL & YI INVESTMENT ADVISORS.
